BBTBX vs. PTUIX
Compare and contrast key facts about Bridge Builder Core Bond Fund (BBTBX) and PIMCO Total Return Fund IV (PTUIX).
BBTBX is managed by Bridge Builder. It was launched on Oct 28, 2013. PTUIX is managed by PIMCO. It was launched on May 26, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BBTBX or PTUIX.
Correlation
The correlation between BBTBX and PTUIX is -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
BBTBX vs. PTUIX - Performance Comparison
Key characteristics
BBTBX:
1.32
PTUIX:
1.38
BBTBX:
1.98
PTUIX:
2.03
BBTBX:
1.23
PTUIX:
1.25
BBTBX:
0.54
PTUIX:
0.62
BBTBX:
3.53
PTUIX:
3.99
BBTBX:
2.00%
PTUIX:
1.85%
BBTBX:
5.34%
PTUIX:
5.37%
BBTBX:
-19.45%
PTUIX:
-18.68%
BBTBX:
-6.32%
PTUIX:
-4.79%
Returns By Period
In the year-to-date period, BBTBX achieves a 1.95% return, which is significantly lower than PTUIX's 2.42% return. Over the past 10 years, BBTBX has outperformed PTUIX with an annualized return of 1.61%, while PTUIX has yielded a comparatively lower 1.49% annualized return.
BBTBX
1.95%
0.22%
1.57%
7.68%
-0.43%
1.61%
PTUIX
2.42%
0.23%
2.19%
8.10%
0.05%
1.49%
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BBTBX vs. PTUIX - Expense Ratio Comparison
BBTBX has a 0.13% expense ratio, which is lower than PTUIX's 0.50% expense ratio.
Risk-Adjusted Performance
BBTBX vs. PTUIX — Risk-Adjusted Performance Rank
BBTBX
PTUIX
BBTBX vs. PTUIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bridge Builder Core Bond Fund (BBTBX) and PIMCO Total Return Fund IV (PTUIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BBTBX vs. PTUIX - Dividend Comparison
BBTBX's dividend yield for the trailing twelve months is around 3.86%, less than PTUIX's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BBTBX Bridge Builder Core Bond Fund | 3.86% | 4.25% | 3.83% | 2.97% | 2.22% | 2.73% | 3.13% | 3.02% | 2.67% | 2.62% | 2.50% | 2.35% |
PTUIX PIMCO Total Return Fund IV | 4.21% | 4.22% | 3.32% | 3.39% | 1.84% | 2.25% | 2.78% | 2.54% | 1.77% | 2.54% | 1.95% | 2.01% |
Drawdowns
BBTBX vs. PTUIX - Drawdown Comparison
The maximum BBTBX drawdown since its inception was -19.45%, roughly equal to the maximum PTUIX drawdown of -18.68%. Use the drawdown chart below to compare losses from any high point for BBTBX and PTUIX. For additional features, visit the drawdowns tool.
Volatility
BBTBX vs. PTUIX - Volatility Comparison
The current volatility for Bridge Builder Core Bond Fund (BBTBX) is 2.09%, while PIMCO Total Return Fund IV (PTUIX) has a volatility of 2.45%. This indicates that BBTBX experiences smaller price fluctuations and is considered to be less risky than PTUIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.